CODEWITHSUNDEEP
securitydynamics-crm-2011dynamics-crm
Florian
Florian

Reputation: 1887

Where security role is used

I have created a form for a specific group of users in my CRM 2011 system. I want only them to be able to see this form. I can copy their a security role and set the form for this security role only, but I will have a a problem:

they are currently in a security role with another group of users. If I copy the security role, the will not longer see the specific customization's all over across the system.

I only want one form to be different from the others. Is there any way I can find all the forms that are enabled for the specific security role (in order to give the new role this rights too)?

Upvotes: 0

Views: 256

Answers (1)

Nicknow
Nicknow

Reputation: 7224

Assumptions based on your question: You already have default form for the entity that is used by all users (All Users). You want to add an additional form to that entity that is only available to some of the users (Select Users). All Users are currently assigned a security role that gives them the necessary access to the system.

  1. Create a new security role (Form Specific Role). You don't have to give this role any privileges just a name.

  2. Assign the Select Users the Form Specific Role. Do NOT remove their other security role(s).

  3. Add the new form the entity, Restricted Form.

  4. Highlight the new form and click Enable Security Roles. Select the option Display only to these selected security roles and select the Form Specific Role you created in step # 1. Make sure Enabled for fallback is unchecked. Click Ok. enter image description here

  5. From the forms list Form Order and select Main Form Set (or the appropriate form type if you are working on a Mobile or Quick Create Form.

    enter image description here

  6. Use the Up/Down arrows to make the new, Restricted Form, the top choice. enter image description here

  7. Save and Publish all changes.

Now whenever a user that has been assigned the security role accesses this entity their default form choice will be the Restricted Form. There will be NO impact to any other forms they are accessing or any of their privileges in the rest of the system, as required by your problem statement.

Upvotes: 2

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